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Klingman & Associates’s VanEck Semiconductor ETF SMH Stock Holding History

Klingman & Associates’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$401K Sell
1,045
-22
-2% -$8.73K 0.02% 224
2025
Q4 		$384K Sell
1,067
-33
-3% -$11.6K 0.02% 225
2025
Q3 		$359K Buy
1,100
+29
+3% +$8.59K 0.02% 232
2025
Q2 		$299K Buy
+1,071
New +$248K 0.02% 244
2024
Q4 		– Sell
-821
Closed -$202K – 268
2024
Q3 		$202K Hold
821
– – 0.01% 259
2024
Q2 		$214K Buy
+821
New +$193K 0.01% 235

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Klingman & Associates's SMH Position: Q1 2026 in Review

Klingman & Associates reduced its VanEck Semiconductor ETF (SMH) stake by 2.1% in Q1 2026, selling an estimated $8.73K and leaving 1,045 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #224.

Klingman & Associates first reported a position in SMH in Q2 2024 and has held it in 6 quarters since. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Klingman & Associates held 1,045 shares of VanEck Semiconductor ETF worth $401K as of Q1 2026.
  • Klingman & Associates sold 22 VanEck Semiconductor ETF shares in Q1 2026, an estimated $8.73K.
  • VanEck Semiconductor ETF made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #224 holding.
  • Klingman & Associates first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 6 quarters since.
  • 1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.